Booking a Part to a Cash Customer

Modified on Thu, 1 May at 11:43 AM

This guide outlines how to book parts for both new and existing cash customers within the Navigator system. This process is essential when selling parts directly to customers who pay immediately via cash, card, or cheque, and ensures accurate record-keeping and efficient point-of-sale operations.

Step-by-Step Process

1. Accessing the Parts Point-of-Sale Module:

Open the Navigator system.
From the main menu, select Parts, then select Point of Sale.

2. Understanding the Point-of-Sale Screen:

Top section: Contains the menu bar with key functionalities.
Middle section: Displays details of the current sale including parts already added.
Bottom section: Used for adding parts to the sale.

3. Initiating a Sale:

Click the Customer (F8) button on the right.
The customer search screen will appear:
- Enter customer details and click Search.
- If customer exists, double-click their name.
- If details require updating, single-click and choose Update Record.
- If the customer is new, select New Customer.

4. Creating a New Customer Record:

Navigator defaults to the Personal profile. To switch to a Business profile, select the business section and choose Clear Personal Profile.
Populate the customer's details thoroughly.
- Enter the postcode; select the house number or name to auto-fill address details.
Configure GDPR preferences:
- Left side: Dealership communication permissions.
- Right side: Franchise communication permissions.
- Bottom: Customer marketing preferences.
Click Save and Close when complete.

5. Adding Parts to the Sale:

Manually enter the part number and press Tab, or use the search feature to locate the part.
Enter the required Quantity.
To apply a discount:
- Click Override (F2).
- Enter discount percentage or override the net/inclusive price.
- Click OK.
Add the part by clicking Add (F3).
Repeat as needed. Adjust or remove parts by double-clicking on them in the middle section and re-adding as necessary.

6. Completing the Sale:

Click Customer (F8) from the top menu again.
Select the invoice recipient:
- Personal or Business: Immediate payment (cash, card, cheque).
- Personal Account or Business Account: Invoice posted to the customer's account.
Choose payment method (e.g., card for debit card payments).
Tick Print or Email for invoice delivery preference.
Click Confirm to finalise the sale.

Important Tips:

Regularly update customer information to maintain accurate records.
Ensure GDPR preferences are accurately configured to comply with communication regulations.
Clearly check pricing and discounts before finalising the transaction.